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Original filing (PDF)20251011053706NAL0008357329001
AVIAN, LLC
Form 5500
FILING_RECEIVED
AVIAN 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
303
Accounts w/ balance
417
Plan assets (EOY)
$43.5M
Net assets (EOY)
$43.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVIAN, LLC.
Plan sponsor
Name
AVIAN, LLC
EIN
83-0414964
Address
22111 THREE NOTCH ROAD · LEXINGTON PARK, MD · 20653
Phone
(301) 866-2070
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | 43-1685158 | — | CONSULTANT | $36K | — |
Investments
27 direct securities · 2 pooled funds· $43.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$42.9M
27 holdings
Common Collective Trust
$389K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $6.9M | 15.9% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $6.9M | 15.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $4.3M | 10.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 7.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 6.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 5.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 4.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.9M | 4.4% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $1.5M | 3.5% | |
| EMERALD GRTH INSTL | Registered Investment Companies | — | — | $1.4M | 3.3% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| LAZARD INT STRATEGIC EQ INST | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $986K | 2.3% | |
| PAYDEN CORPORATE BOND SI | Registered Investment Companies | — | — | $590K | 1.4% | |
| ALS SPECIAL MID CAP VALUE E2 WELLS FARGO BANK N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $389K | 0.9% | |
| RBC EMERGING MARKETS EQ R6 | Registered Investment Companies | — | — | $370K | 0.8% | |
| ARTISAN HIGH INCOME INSTL | Registered Investment Companies | — | — | $349K | 0.8% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $335K | 0.8% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $193K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $186K | 0.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $173K | 0.4% | |
| JPM MORTGAGE BACKED SEC R6 | Registered Investment Companies | — | — | $160K | 0.4% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $88K | 0.2% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $75K | 0.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $18K | <0.1% | |
| EAGLE MID CAP GR 1 ALTA TRUST COMPANY · EIN 85-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |